Fund HoldingsCenterBook Partners LP

Total Portfolio Value
$1.86B
Total Bought
$800.95M
Total Sold
$939.51M
Net Transaction
-$138.56M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
JPMORGAN CHASE & CO(JPM)067,610+67,610019,8881.07%+19,888
BROADCOM INC(AVGO)064,057+64,057019,8261.07%+19,826
MONGODB INC(MDB)064,672+64,672015,8300.85%+15,830
APPLIED MATLS INC36,58162,913+26,3329,40121,5031.16%+12,102
XOMETRY INC(XMTR)0292,073+292,073011,9280.64%+11,928
TKO GROUP HOLDINGS INC(TKO)066,772+66,772013,4650.72%+13,465
ARGENX SE(ARGX)013,934+13,934010,1750.55%+10,175
LAM RESEARCH CORP(LRCX)057,579+57,579012,3020.66%+12,302
ATLAS ENERGY SOLUTIONS INC(AESI)0924,938+924,938012,1350.65%+12,135
PROCTER & GAMBLE CO(PG)090,713+90,713013,1030.70%+13,103
FTAI AVIATION LTD(FTAI)033,437+33,43708,1920.44%+8,192
FIRST SOLAR INC(FSLR)047,519+47,51909,3740.50%+9,374
INTEL CORP(INTC)0182,382+182,38208,0490.43%+8,049
THE REAL BROKERAGE INC03,155,134+3,155,13407,8880.42%+7,888
PHILIP MORRIS INTL INC(PM)092,365+92,365015,2720.82%+15,272
CARNIVAL CORP0299,439+299,43907,7490.42%+7,749
BLACKSTONE INC(BX)070,355+70,35508,0900.43%+8,090
AMN HEALTHCARE SVCS INC0515,654+515,65409,4570.51%+9,457
NATERA INC(NTRA)044,650+44,65008,9300.48%+8,930
APPLIED OPTOELECTRONICS INC(AAOI)096,322+96,32208,1480.44%+8,148
HALLADOR ENERGY COMPANY0422,960+422,96006,8860.37%+6,886
NETGEAR INC0311,503+311,50306,8030.37%+6,803
FTAI INFRASTRUCTURE INC01,347,112+1,347,11206,6550.36%+6,655
ARRAY TECHNOLOGIES INC(ARRY)0913,274+913,27406,6030.35%+6,603
DAVE & BUSTERS ENTMT INC265,1551,003,674+738,5194,29810,8700.58%+6,572
YORK SPACE SYSTEMS INC(YSS)0288,474+288,47406,3950.34%+6,395
ALASKA AIR GROUP INC62,210258,186+195,9763,1299,4960.51%+6,367
LEGGETT & PLATT INC(LEG)0595,325+595,32505,8820.32%+5,882
BKV CORP(BKV)0202,292+202,29205,7690.31%+5,769
INSMED INC(INSM)035,232+35,23205,7610.31%+5,761
EQUINOX GOLD CORP(EQX)0587,049+587,04908,4890.46%+8,489
GROUPON INC(GRPN)0468,424+468,42405,5740.30%+5,574
ARHAUS INC(ARHS)01,950,222+1,950,222013,2230.71%+13,223
SHOALS TECHNOLOGIES GROUP IN(SHLS)999,3612,072,629+1,073,2688,49513,6380.73%+5,143
ANTERIX INC(ATEX)0127,674+127,67404,8760.26%+4,876
ROYALTY PHARMA PLC(RPRX)0157,177+157,17707,5400.41%+7,540
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
058,765+58,76505,5160.30%+5,516
TRAVERE THERAPEUTICS INC(TVTX)0157,122+157,12204,6680.25%+4,668
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)025,245+25,24504,9860.27%+4,986
MCKESSON CORP(MCK)07,874+7,87406,8140.37%+6,814
HOLOGIC INC057,323+57,32304,3330.23%+4,333
COMPASS INC(COMP)0624,107+624,10704,5620.25%+4,562
SONIDA SENIOR LIVING INC(SNDA)0131,971+131,97104,2560.23%+4,256
ASML HLDG NV
N Y REGISTRY SHS
010,541+10,541013,9230.75%+13,923
PUBMATIC INC1,147,0551,742,100+595,04510,17414,2500.77%+4,076
ADVANSIX INC0228,201+228,20105,5680.30%+5,568
NATIONAL ENERGY SERVICES REU
SHS
0307,103+307,10306,5940.35%+6,594
MAGNITE INC(MGNI)0564,156+564,15606,7020.36%+6,702
INTER & CO INC(INTR)0489,993+489,99303,9000.21%+3,900
PTC THERAPEUTICS INC(PTCT)056,813+56,81303,8710.21%+3,871
TALEN ENERGY CORP(TLN)017,573+17,57305,6100.30%+5,610
KLA CORP(KLAC)04,146+4,14606,1050.33%+6,105
BOEING CO(BA)018,905+18,90503,7630.20%+3,763
ATRENEW INC(RERE)0789,102+789,10203,7010.20%+3,701
ESTABLISHMENT LABS HLDGS INC(ESTA)0134,973+134,97307,6640.41%+7,664
RAMACO RES INC0230,843+230,84303,5690.19%+3,569
GRAHAM CORP(GHM)044,876+44,87603,5420.19%+3,542
CENCORA INC019,405+19,40506,0960.33%+6,096
LIVE NATION ENTERTAINMENT IN(LYV)22,14343,292+21,1493,1556,6020.35%+3,447
FABRINET(FN)06,569+6,56903,4260.18%+3,426
NEBIUS GROUP N.V.(NBIS)032,998+32,99803,4240.18%+3,424
BRISTOL-MYERS SQUIBB CO(BMY)056,340+56,34003,4170.18%+3,417
UBS GROUP AG(UBS)086,515+86,51503,3800.18%+3,380
COEUR MNG INC(CDE)0230,715+230,71504,3310.23%+4,331
GENERATE BIOMEDICINES INC(GENB)0266,813+266,81303,3350.18%+3,335
UNION PAC CORP(UNP)013,745+13,74503,3350.18%+3,335
MERCADOLIBRE INC(MELI)02,087+2,08703,6080.19%+3,608
INNVENTURE INC0848,711+848,71103,3180.18%+3,318
ALPHABET INC(GOOG)0130,101+130,101037,4122.01%+37,412
CHUBB LTD SWITZ
COM
012,393+12,39304,0390.22%+4,039
CYTEK BIOSCIENCES INC0729,874+729,87403,1900.17%+3,190
HOME DEPOT INC(HD)29,76340,699+10,93610,24113,3850.72%+3,144
CINTAS CORP(CTAS)018,450+18,45003,1210.17%+3,121
VERA THERAPEUTICS INC(VERA)097,003+97,00303,9020.21%+3,902
CAL MAINE FOODS INC(CALM)048,239+48,23903,8180.21%+3,818
FORGENT POWER SOLUTIONS INC(FPS)0103,316+103,31603,0240.16%+3,024
TORONTO DOMINION BK ONT(TD)032,037+32,03702,9890.16%+2,989
MODINE MFG CO(MOD)013,572+13,57202,9410.16%+2,941
LIBERTY MEDIA CORP DEL(FWONA)074,746+74,74606,3550.34%+6,355
TRAVELERS COMPANIES INC(TRV)09,553+9,55302,7860.15%+2,786
NORWEGIAN CRUISE LINE HLDGS
SHS
0268,670+268,67005,0240.27%+5,024
HOWARD HUGHES HOLDINGS INC(HHH)043,863+43,86302,7750.15%+2,775
CROWN HLDGS INC(CCK)027,560+27,56002,7630.15%+2,763
MARKETAXESS HLDGS INC(MKTX)016,706+16,70602,7560.15%+2,756
ENERGY RECOVERY INC0271,836+271,83602,7370.15%+2,737
KAROOOOO LTD(KARO)054,891+54,89102,7360.15%+2,736
AKAMAI TECHNOLOGIES INC(AKAM)023,447+23,44702,6930.14%+2,693
WHITEFIBER INC(WYFI)245,153549,361+304,2083,8736,5430.35%+2,669
VERTEX INC(VERX)0258,634+258,63403,0750.17%+3,075
TELECOM ARGENTINA SA(TEO)0314,812+314,81203,6800.20%+3,680
RYERSON HLDG CORP(RYZ)0147,069+147,06903,3060.18%+3,306
SNOWFLAKE INC(SNOW)041,969+41,96906,3300.34%+6,330
ATAIBECKLEY INC(ATAI)0707,369+707,36902,5040.13%+2,504
PENTAIR PLC(PNR)040,003+40,00303,4850.19%+3,485
ZOOM COMMUNICATIONS INC(ZM)030,862+30,86202,4810.13%+2,481
KOSMOS ENERGY LTD(KOS)0891,474+891,47402,4780.13%+2,478
CELLEBRITE DI LTD(CLBT)0178,506+178,50602,4600.13%+2,460
AGCO CORP020,853+20,85302,4160.13%+2,416
ARTERIS INC(AIP)0146,254+146,25402,4040.13%+2,404
STRIDE INC(LRN)027,240+27,24002,4020.13%+2,402
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